Hillscore

Zoe Lofgren — disclosed stock trades and measured returns

Zoe Lofgren (D-CA, House) has disclosed 10 priced stock buys since 2022, averaging -6.6% per buy under Hillscore's Composite score — ranking 60 of 60.

Composite
-6.6%
vs sector (3 months)
+1.3%
Rank
60 of 60
Priced buys
10
Notable trades
0

What the data shows

Against their sectors

The three questions the site asks of Congress as a whole, asked of Zoe Lofgren: every buy from the last five years, measured three months after purchase against the stock's own sector ETF over the same period. How the groups are defined.

Buys Number Return after 3 months vs. sector Beat their sector
All buys 10 -3.5% +1.3% 40%
Notable (committee-flagged) 0 Too few buys to measure
Unaligned (no committee overlap) 9 -1.7% +1.3% 33%
Cluster, excl. mega-caps 1 Too few buys to measure
Not clustered, excl. mega-caps 5 +6.7% +5.4% 40%

Their positions against the same money in their sectors

The solid line is how Zoe Lofgren's positions performed, week by week, over the last five years. The dashed line puts the same money, on the same dates, into each stock's sector ETF instead. Where the solid line runs above the dashed one, their picks were beating their sectors. Both are time-weighted: each week's return is measured across the positions held right through it and chained onto the last, so buying more never moves a line on the day it happens. Sales are matched oldest-first and a sold position is fixed at what it went out for. Only positions whose sector has a benchmark are included, on both lines.

Zoe Lofgren: weekly time-weighted return on disclosed positions, against the same money on the same dates held in each stock's sector ETF. Both start at zero.-20%0%+20%+40%+60%Mar 2022Sep 2023Mar 2025Sep 2026
Zoe Lofgren's positionsSame money in their sector ETFs
Zoe Lofgren: weekly time-weighted return on disclosed positions, against the same money on the same dates held in each stock's sector ETF. Both start at zero.

Against their sectors, by type of trade

Each line is already net of its own sector ETFs: above zero, that group of trades was beating its sectors; below, trailing them. Where each line ends today is shown in the rankings. Groups with fewer than five positions are left out, since one or two trades would swing the line.

Zoe Lofgren: each group of trades' weekly time-weighted return relative to the same money in its sector ETFs. Above zero, beating its sectors.-30%-20%-10%0%+10%Mar 2022Sep 2023Mar 2025Sep 2026
Unaligned (no committee overlap)
Zoe Lofgren: each group of trades' weekly time-weighted return relative to the same money in its sector ETFs. Above zero, beating its sectors.

Estimated profit

Money made rather than percentage returned, across the 11 positions we can match and price.

Realised
c.-$14k
Still held
c.$2k
Total
c.-$12k
Amount committed
c.$145k

How this is worked out. Buys and sells in the same stock are matched oldest-first into positions, so a sale closes the earliest purchase still open. Each position's gain is its size multiplied by the move between the closing price on the day it was bought and the closing price on the day it was sold — or today's close if it is still held. Realised totals the positions Zoe Lofgren has closed, Still held the paper gain on those left open, and Amount committed is what all of them cost to buy.

Every figure here is an estimate, which is what the “c.” stands for. Filings disclose amount bands, never exact sums, so each trade is counted at the midpoint of its band — a $1,001–$15,000 buy as $8,000. For a member trading mostly in the widest bands the true total could be several times larger, or a fraction of what is shown, so these are rounded hard rather than given to the dollar. Percentages elsewhere on this page survive that imprecision far better, because the ratio between entry and exit price stays right even when the size attached to it is wrong. That is why they lead and this does not.

Return at each checkpoint

Each buy's return that many days after its own purchase date. A buy sold between checkpoints counts at each checkpoint it was still held for, then at its sale price in the first checkpoint after the sale, and in none after that. Figures are split into all buys, Notable and everything else. Notable covers buys in a sector one of Zoe Lofgren's own committees oversees; everything else sits in the last column. Buy counts are in brackets: where the flagged column rests on a handful of trades, treat it as an observation rather than a pattern. These are a reference view and don't feed the Composite score above.

After All buys Notable All other trades
1 week -3.8% (11) — -3.8% (11)
1 month -7.4% (11) — -7.4% (11)
3 months -4.7% (11) — -4.7% (11)
6 months -6.7% (11) — -6.7% (11)
12 months -9.2% (10) — -9.2% (10)

Committee seats

Trades in sectors these committees oversee are flagged Notable. A flag is a screening signal, not evidence of wrongdoing.

Recent disclosed trades

Showing the 100 most recent of 108 disclosed trades.

Traded Filed Symbol Type Price on trade date Disclosed amount
2023-05-26 2023-06-06 ABBV SELL $137.56 $1,001–$15,000
2023-05-26 2023-06-06 AMZN SELL $120.11 $1,001–$15,000
2023-05-26 2023-06-06 AEP SELL $82.25 $1,001–$15,000
2023-05-26 2023-06-06 AMT SELL $182.18 $1,001–$15,000
2023-05-26 2023-06-06 BUD SELL $57.15 $1,001–$15,000
2023-05-26 2023-06-06 AMAT SELL $136.06 $1,001–$15,000
2023-05-26 2023-06-06 BAC SELL $28.31 $15,001–$50,000
2023-05-26 2023-06-06 BMO SELL $84.30 $1,001–$15,000
2023-05-26 2023-06-06 CAT SELL $211.80 $1,001–$15,000
2023-05-26 2023-06-06 CSCO SELL $49.86 $1,001–$15,000
2023-05-26 2023-06-06 C SELL $44.60 $1,001–$15,000
2023-05-26 2023-06-06 CVS SELL $67.64 $1,001–$15,000
2023-05-26 2023-06-06 JEF SELL $30.51 $1,001–$15,000
2023-05-26 2023-06-06 KLAC SELL $46.12 $1,001–$15,000
2023-05-26 2023-06-06 MS SELL $83.90 $1,001–$15,000
2023-05-26 2023-06-06 NTAP SELL $69.83 $1,001–$15,000
2023-05-26 2023-06-06 PFE SELL $37.60 $1,001–$15,000
2023-05-26 2023-06-06 USB SELL $30.67 $1,001–$15,000
2023-05-26 2023-06-06 UNP SELL $193.10 $15,001–$50,000
2023-05-26 2023-06-06 UNH SELL $481.52 $1,001–$15,000
2023-05-26 2023-06-06 VZ SELL $35.00 $1,001–$15,000
2023-05-26 2023-06-06 WFC SELL $41.23 $1,001–$15,000
2023-05-25 2023-06-06 ACN SELL $291.76 $1,001–$15,000
2023-05-25 2023-06-06 ADBE SELL $392.06 $1,001–$15,000
2023-05-25 2023-06-06 AEP SELL $82.50 $1,001–$15,000
2023-05-25 2023-06-06 AWK SELL $142.45 $1,001–$15,000
2023-05-25 2023-06-06 BUD SELL $56.87 $1,001–$15,000
2023-05-25 2023-06-06 AON SELL $311.19 $1,001–$15,000
2023-05-25 2023-06-06 ARCC SELL $18.67 $1,001–$15,000
2023-05-25 2023-06-06 ASML SELL $708.48 $1,001–$15,000
2023-05-25 2023-06-06 T SELL $15.15 $1,001–$15,000
2023-05-25 2023-06-06 BAC SELL $28.17 $1,001–$15,000
2023-05-25 2023-06-06 BCE SELL $45.06 $1,001–$15,000
2023-05-25 2023-06-06 BDX SELL $190.07 $1,001–$15,000
2023-05-25 2023-06-06 BRK.B SELL $319.02 $1,001–$15,000
2023-05-25 2023-06-06 BX SELL $83.53 $1,001–$15,000
2023-05-25 2023-06-06 CINF SELL $98.49 $1,001–$15,000
2023-05-25 2023-06-06 CTAS SELL $116.05 $1,001–$15,000
2023-05-25 2023-06-06 CSCO SELL $49.03 $1,001–$15,000
2023-05-25 2023-06-06 CME SELL $177.02 $1,001–$15,000
2023-05-25 2023-06-06 KO SELL $60.41 $1,001–$15,000
2023-05-25 2023-06-06 CMCSA SELL $36.64 $1,001–$15,000
2023-05-25 2023-06-06 COST SELL $486.55 $1,001–$15,000
2023-05-25 2023-06-06 CCI SELL $112.26 $1,001–$15,000
2023-05-25 2023-06-06 DHR SELL $204.30 $1,001–$15,000
2023-05-25 2023-06-06 DECK SELL $75.00 $1,001–$15,000
2023-05-25 2023-06-06 D SELL $50.43 $1,001–$15,000
2023-05-25 2023-06-06 DUK SELL $88.89 $1,001–$15,000
2023-05-25 2023-06-06 EW SELL $81.65 $1,001–$15,000
2023-05-25 2023-06-06 EMR SELL $79.02 $1,001–$15,000
2023-05-25 2023-06-06 ETR SELL $48.61 $1,001–$15,000
2023-05-25 2023-06-06 EQIX SELL $707.26 $1,001–$15,000
2023-05-25 2023-06-06 ES SELL $70.86 $1,001–$15,000
2023-05-25 2023-06-06 FITB SELL $25.05 $1,001–$15,000
2023-05-25 2023-06-06 FHN SELL $10.90 $1,001–$15,000
2023-05-25 2023-06-06 GIS SELL $84.51 $1,001–$15,000
2023-05-25 2023-06-06 GILD SELL $77.65 $1,001–$15,000
2023-05-25 2023-06-06 HIG SELL $68.65 $1,001–$15,000
2023-05-25 2023-06-06 HCA SELL $264.09 $1,001–$15,000
2023-05-25 2023-06-06 JPM SELL $135.67 $1,001–$15,000
2023-05-25 2023-06-06 LCID SELL $76.10 $1,001–$15,000
2023-05-25 2023-06-06 MA SELL $370.04 $1,001–$15,000
2023-05-25 2023-06-06 MCD SELL $285.52 $1,001–$15,000
2023-05-25 2023-06-06 MRK SELL $112.30 $1,001–$15,000
2023-05-25 2023-06-06 MET SELL $52.77 $1,001–$15,000
2023-05-25 2023-06-06 MAA SELL $144.52 $1,001–$15,000
2023-05-25 2023-06-06 NEE SELL $73.39 $1,001–$15,000
2023-05-25 2023-06-06 NNN SELL $41.71 $1,001–$15,000
2023-05-25 2023-06-06 NXPI SELL $171.34 $1,001–$15,000
2023-05-25 2023-06-06 ODFL SELL $155.10 $1,001–$15,000
2023-05-25 2023-06-06 PAYX SELL $107.88 $1,001–$15,000
2023-05-25 2023-06-06 PEP SELL $183.80 $1,001–$15,000
2023-05-25 2023-06-06 PG SELL $145.39 $1,001–$15,000
2023-05-25 2023-06-06 PLD SELL $121.98 $1,001–$15,000
2023-05-25 2023-06-06 QCOM SELL $104.02 $1,001–$15,000
2023-05-25 2023-06-06 PWR SELL $172.85 $1,001–$15,000
2023-05-25 2023-06-06 ROP SELL $449.44 $1,001–$15,000
2023-05-25 2023-06-06 SPGI SELL $339.00 $1,001–$15,000
2023-05-25 2023-06-06 SHW SELL $226.51 $1,001–$15,000
2023-05-25 2023-06-06 SON SELL $60.01 $1,001–$15,000
2023-05-25 2023-06-06 SO SELL $69.82 $15,001–$50,000
2023-05-25 2023-06-06 SBUX SELL $98.44 $1,001–$15,000
2023-05-25 2023-06-06 TMO SELL $520.64 $1,001–$15,000
2023-05-25 2023-06-06 TJX SELL $75.94 $1,001–$15,000
2023-05-25 2023-06-06 TMUS SELL $135.76 $1,001–$15,000
2023-05-25 2023-06-06 TT SELL $167.51 $1,001–$15,000
2023-05-25 2023-06-06 TRU SELL $70.94 $1,001–$15,000
2023-05-25 2023-06-06 UNH SELL $477.70 $1,001–$15,000
2023-05-25 2023-06-06 VZ SELL $34.82 $1,001–$15,000
2023-05-25 2023-06-06 V SELL $223.38 $1,001–$15,000
2023-05-25 2023-06-06 DIS SELL $88.14 $1,001–$15,000
2023-05-25 2023-06-06 ZTS SELL $165.24 $1,001–$15,000
2022-09-09 2022-10-11 BUD BUY $49.90 $1,001–$15,000
2022-09-09 2022-10-11 BAC BUY $34.94 $1,001–$15,000
2022-09-09 2022-10-11 BDX BUY $206.64 $1,001–$15,000
2022-09-09 2022-10-11 GILD BUY $65.28 $1,001–$15,000
2022-09-09 2022-10-11 PWR BUY $146.76 $1,001–$15,000
2022-08-25 2023-05-15 EXPE SELL $108.42 $1,001–$15,000
2022-08-25 2022-09-13 AMAT SELL $105.00 $1,001–$15,000
2022-08-25 2022-09-13 CRL SELL $213.85 $1,001–$15,000

What Zoe Lofgren disclosed, and what we score

Everything filed in the last five years, by instrument. Only purchases of common stock carry a return: the rest are disclosed here because leaving them out would make the scored figures look like the whole picture.

Instrument Trades Of which buys Disclosed value Scored?
Common stock 119 12 $1,123,061 Buys only
Bonds and other debt 2 0 $183,001 No
Funds and other assets 1 0 $175,000 No
Sales of stock bought before our data begins 91 — $777,046 No

Values are the midpoints of the disclosed bands, which is all a filing gives — never an exact figure, and never the price paid. Sales of positions we never saw bought cannot be scored because there is no purchase to measure from; they are exits from holdings that predate our data.

Questions

Does Zoe Lofgren have to disclose their spouse's stock trades?
Yes. The STOCK Act requires members of Congress to disclose covered transactions made by a spouse or dependent child, filed under the member's own name — so a trade shown here may have been made by someone else in their household.
How is Zoe Lofgren's Composite score calculated?
It's the plain average return of every disclosed buy over the last five years — the realised return if the position was sold, or the return marked to today's closing price if it's still held. Every trade counts once regardless of size. Full method.
Why do Zoe Lofgren's trades appear weeks after they happened?
The STOCK Act allows 30–45 days between a trade and its disclosure. That delay is the law, not a lag on this site's part — trades appear here as soon as they are filed and detected.
Is this evidence of insider trading?
No. Members of Congress are legally permitted to trade stocks subject to disclosure. Hillscore's Notable and Cluster tags flag patterns worth examining, not proof that any trade used non-public information.

See the full rankings for how Zoe Lofgren compares to every tracked politician, or methodology for exactly how these returns are calculated and their limitations.

Data last updated .